VTI — VANGUARD INDEX FDS

Ownership history in Vise Technologies, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.85% (2025 Q4)
Avg. % of fund
0.4%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 128,812 +89,557 +228.1% 0.85% $43.2M $335.27
2025 Q3 ADDED 39,255 +17,039 +76.7% 0.48% $12.9M $327.24
2025 Q2 ADDED 22,216 +10,134 +83.9% 0.28% $6.8M $302.23
2024 Q4 ADDED 12,082 +10,550 +688.6% 0.29% $3.5M $286.32
2022 Q3 INITIATED 1,532 — — 0.10% $275K $171.39
% of Fund (quarterly)    VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%
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